Submit Expense Claims

Use the Expense Claim Form [S2135] screen to add, edit, copy, or delete expense claims and expense claim details.

Click the image to enlarge

Step 1 - Add expense claim form:

  1. Navigate to the Expense Claim Form [S2135] screen.

  2. Enter the Employee ID.

  3. On the screen task bar, click Add.

  4. Enter the desired information.

  5. Click Save.

Step 2 - Add expense details:

  1. On Expense Claim Form, with the form selected, click on the Expense Details frame.

  2. If you emailed your expenses to OnRamp, on the Pending Expense Claims grid, use the Load Expense button to attach the expense record to the claim form and skip point 3.

  3. On the screen task bar, click Add.

  4. Enter the desired information.

  5. Click Save.

Result

You have added expense details to the form. Repeat steps 2-4 to add more details.

Step 3 - Submit expense form:

  1. Once the expense details have been enetered, click on the Expense Claim form.

  2. Click Make PDF and Submit.

Result

You have submitted the expense form for approval.

Notes

  • To action a previously created item, select the item and click the desired mode: Edit, Copy, or Delete.

  • To submit a copy of your receipts, perform one of the following:

    • Scan all receipts into one document and attach the document to the form with the Receipts field.

    • Attach each receipt document separately for each respective expense detail line with the Receipts field for that line.